Family owned company seeks individual with the ability to work well independently as well as part of a team. Ideal candidate must demonstrate ability to: Multitask Follow instructions well Be able to file electronically, be able to track jobs, project log etc. Generate payment requisitions Answer and manage incoming calls Type and review letters Assisting in creating PO requests with our vendors Manage all emails, faxes, mail and appointments, as well as reminders Organizing and maintaining client and employee records Excellent communication skills (verbal and written) Exceptional Math, spelling and grammar Close attention to detail Bilingual (English/Spanish) preferred Must have your own vehicle for bank and post office errands Must be reliable and trustworthy Must be able to work Monday through Friday (40 Hours) Must have Excellent Attendance Customer Service Microsoft Excel, Outlook, Word Docusign
Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.
We are seeking a detail-oriented and organized Administrative Assistant to support the day-to-day operations of our real estate office. The ideal candidate will provide administrative and clerical support to ensure the smooth functioning of our team, assist with marketing and client communication, and maintain accurate records related to transactions and listings. Key Responsibilities: Answer and direct phone calls, greet clients, and manage front desk duties. Schedule appointments, showings, and meetings for agents and brokers. Prepare and process real estate documents such as listing agreements, purchase agreements, leases, and closing statements. Maintain electronic and physical filing systems for client and property records. Update MLS listings and company website with current property information and photos. Coordinate marketing efforts including email campaigns, social media posts, flyers, and open house promotions. Track key transaction milestones and ensure deadlines are met. Order office supplies and maintain inventory. Communicate professionally with clients, agents, vendors, and lenders. Assist with onboarding and support of new agents. Perform data entry, reporting, and basic bookkeeping tasks as needed.